ebuero + SugarCRM + Filter by Zapier
Create records in SugarCRM 7+ for new ebuero call notes
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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Name of this ConnectionRequired
Notifications for?Required
Try ItOnly continue if...Required
ModuleRequired
Try ItModuleRequired
Phone Number to CallRequired
Name of the Person to callRequired
Instructions
Not Before
not After
ID of the Task in originating System
additional Formfields
max AttemptsRequired
ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
